See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,982 | $94,625+6.7% | $116,228-13.1% | $84,808+19.1% |
| Participation rate | 82.1% | 70.4%+11.6pp | 74.6%+7.5pp | 68.3%+13.7pp |
| Annual return | 17.47% | 20.40%-2.9pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,844 | $2,347-21.4% | $2,994-38.4% | $2,631-29.9% |
| Participant deferral / active EE | $3,655 | $3,972-8.0% | $4,953-26.2% | $4,212-13.2% |
| Admin fee / account holder | $3,213 | $10,091-68.2% | $11,989-73.2% | $7,344-56.3% |